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HomeMy WebLinkAbout02-21-12 (2) REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS couNTY of Cumberland } INVENTORY CUMBERLAND ~~. ~~ COUNTY, PEN ~ VA1~4 , r4^' t~ ~vJ~ `; File Number 21-11-0026 ~`~~~ ~ ~~ Personal Representative(s) of the Estate of Robert J. LaPorte '~' ~~~ . t' , _ ~,,-, deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that 'ch appears in a me randum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- Ann E. LaPorte ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unswom falsification to authorities. Attorney - (Name) Bradley L. GrlfFe (Supreme Court LD. No.) 34349 (Firm) Griffis 8c Associates (Address) 200 North Hanover St, Carlisle, PA 17013 (Telephone) (7171243-5551 DATE OF DEATH I LAST RESIDENCE 709 DogWOOd Terrace FIGURES MUST BE TOTALED Personal Prooertv Cash ............................................................................................... 457 445 58 Personal Property ........................................................................ Stocks/Listed ................................................................................ Stocks/Closely Held ..................................................................... , . 13,893.00 94,280.80 Bonds ............................................................................................ Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable ............................................... All Other Property ........................................................................ Total Personal Property ........................................ 565,628.48 Total Real Property ................................................ 272,000.00 Total Personal and Real Property ........................ , ~ ~~ ~ ,,~,;,~~( NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may at the election of the personal representative inGude the value of each item, but such figures should not t1e extended Into the total of the Inventory. (See 10 Pa. C.S. § 3301(b)) Form RW-09 Rem iar~-loos V~ INVENTORY REG{STER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumi~erland } File Number 21-11-0026 DATE OF DEATH I LAST RESIDENCE TO9 DogwOOd TerreC@ !".d8~ Erie Insurance Group -Auto insurance refund check FB,M Trust, Checking Account - Acct No. 33-09274 (See attached statement) (Named joint owner Mary Ann LaPorte predeceased on 10/8/2009) FB.MI Trust, Money Market Account - Acct. No. 70-83238 (See attached statement) (Named joint owner Mary Ann LaPorte predeceased on 10!8/2009) Members 1st Federal Credit Union, - Cerdficate of Deposit No. 322147-42 (See attached statement) Members 1st Federal Credit Union, Savings Account - Acct. No. 322147-00 (See attached statement) Navy Federal Credit Union - Cerdficate of Deposit No. 0205218167001 (See attached statement) Navy Federal Credit Union - Certlficate of Deposit No. 0205218167002 (See attached statement) Navy Federal Credit Union - CerUflcate of Deposit No. 0205218167003 (See attached statement) 36.00 14,957.35 205,178.34 13,097.58 56.40 33,000.00 45,000.00 33,000.00 Attach additional sheets if necessary) Total Persona{ Property and Real Estate 837 629 48 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS CouNTY OF Cumberland } DATE OF DEATH LAST RESIDENCE 709 Dogwood 12/13/2010 Boiling Spring_L Navy Federal Credit Union - Cerdficate of Deposit No. 0205218167005 (See attached statement) Navy Federal Credit Union - Certificats of Deposit No. 0205218167006 (See attached statement) Navy Federel Credit Union - Certlficate of Deposit No. 020521816700 (See attached statement) Navy Faders{ Credit Union - Certificate of Deposit No. 020521816700 (See attached statement) Navy Federel Credit Union - Certlficate of Deposit No. 020521816700 (See attached statement) Navy Federal Credit Union - Cartificate of Deposit No. 025218167010 (See attached statement) File Number 21-11-0026 Terrace 20,000.00 35,983.51 31.000.00 7 17,422.70 8 3,433.28 9 Navy Federal Credit Union, Savings Account - AccountNo.0205218100 (See attached statement) Tax and sewer proretion from real estate settlement - (See attached HUD-1 Settlement Sheet) Total Cash 3,172.61 689.50 1.418.31 457.445.58 -2- REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS CUMBERLAND COUNTY, PENNSYLVANIA COUNTY OF Cumberland } File Number 21-11-0026 DATE OF DEATH LAST RESIDENCE 709 Dogwood Terrace Personal P~onert~ 1980 Chevrolet Truck 1,200.00 2001 Lincoln Town Car (sold to third party purchaser) 6,000.00 Homeowners Insurance Refund (Erie Financial) 380.00 Personal property (possible addition of previously unidentified personal property) 0.00 Personal property appraised - (See attached appraisal -redacted to remove auctioned 4,320.00 items) Personal property auctioned 1,993.00 Total Personal Property 13,893.00 Ctnr_ks/ fated 1,944.0000 shares Dow Chemical Stock - Acct Na. 201102230003320 17.0000 shares Prudential Financial, Inc. - AcctNo.00031625611 904.0000 shares Sun Life Financial, inc. - Acet No. 025984639 INVENTORY Total Stocks/Listed 66,251.52 964.58 27,074.80 94,290.90 -3- . . INVENTORY REGISTER OF WILLS OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } DATE OF DEATH LAST RESIDENCE 7~ COUNTY, PENNSYLVANIA File Number 21-11-0026 Terrace Real Est'te 709 Dogwood Terrace, Boiling Springs, Monroe Township, Cumberland County, Pennsylvania Total Real Estate 272,000.00 272,000.00 -4-